Salem Investment Counselors’s Capital Group Core Equity ETF CGUS Stock Holding History

Salem Investment Counselors’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Hold	13,250	–	–	0.01%	293
2026 Q1	$510K	Sell	13,250 -7,519	-36%	-$303K	0.02%	286
2025 Q4	$836K	Buy	+20,769	New	+$829K	0.02%	228
2025 Q1	–	Sell	-1,847	Closed	-$64.6K	–	1228
2024 Q4	$64.6K	Hold	1,847	–	–	﹤0.01%	531
2024 Q3	$63.5K	Buy	+1,847	New	+$61K	﹤0.01%	542

Other funds holding CGUS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Salem Investment Counselors's CGUS Position: Q2 2026 in Review

Salem Investment Counselors held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 13,250 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #293.

Salem Investment Counselors first reported a position in CGUS in Q3 2024 and has held it in 5 quarters since. The position peaked at $836K in Q4 2025. 195 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Salem Investment Counselors held 13,250 shares of Capital Group Core Equity ETF worth $590K as of Q2 2026.
Salem Investment Counselors left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #293 holding.
Salem Investment Counselors first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 5 quarters since.
Salem Investment Counselors's Capital Group Core Equity ETF position peaked at $836K in Q4 2025.
195 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.